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The 3 Companies Keeping the AI Boom Turned On

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The Mega Cap Makers New Energy research package

$199 $79 TODAY

Or lock in 3 full years for just $179.

Join Don Kaufman's Mega Cap Makers today and get your New Energy research package FREE, a $645 value.

Thank you for taking the time to hear me out today.

Like I showed you...

AI isn't running out of chips. It's running out of electricity.

That one simple fact is quietly creating one of the biggest money making opportunities I've seen in years.

I've found 3 companies sitting right in the middle of this story. Most investors have never heard of them. But they're tied to deals with some of the biggest names in tech, and they have Washington's support behind them.

And our research team believes two of them could more than double your money over the next 12 months.

If you know what to do, some of that money could flow straight into your account.

I urge you to act now. Chances like this don't last long.

01 · The picks

Your 3 New Energy Stocks: One Last Look

Here's a quick reminder of what's waiting for you inside The New Energy Report.

#1

Pick #1: The Operator

An American power giant that two of the biggest names in tech have locked into 20-year nuclear power contracts. Its plants sit on the same overloaded grid I warned you about, and the stock is still trading well below its highs.

Our target: a 103% gain over the next 12 months.

#2

Pick #2: The Pure-Play Pioneer

The company that lets AI data centers skip the years-long wait to plug into the grid, with what's basically a power plant in a box. Big Tech and a major utility are already signing multibillion-dollar deals.

Our target: a 70% gain over the next 12 months.

#3

Pick #3: The Fuel Supplier

The only facility in America licensed to make the specialty fuel the next generation of nuclear reactors needs, freshly backed by a $900 million government award as Washington cuts off Russian uranium.

Our target: a 253% gain over the next 12 months.

The names, ticker symbols, and my full reasoning on all three are yours the moment you join.

Don Kaufman
Where I’ve worked
thinkorswimTD Ameritrade
02 · Your guide

Why You Should Listen To Me

I've spent 26 years in this industry.

I started my career at thinkorswim back in 2000, teaching everyday people how to trade. I helped it grow into one of the most popular trading platforms in the country.

After TD Ameritrade bought thinkorswim, I spent 6 years there running the team in charge of teaching its customers how to invest and trade.

Today I'm the founder and Chief Strategist at TheoTRADE, a virtual investment education and trading platform. And I don't just talk about opportunities. I act on them, and I keep score.

03 · The scorecard

Here's a look at some of my recent trade alerts, sent to TheoTRADE members. Some were bets that a stock would rise. Others were bets that it would fall.

NFLXBet it would rise ▲

Netflix (NFLX): 123% gain

I bet Netflix would rise. I opened the trade on January 28, 2026, and closed it a month later, on February 27, for a 123% return on the money in the trade.

$94
+123%
$210
Paid to open
(Jan 28, 2026)
Sold to close
(Feb 27, 2026)
TOLBet it would fall ▼

Toll Brothers (TOL): 112% gain

$247
+112%
$525
Paid to open
(Apr 21, 2026)
Sold to close
(May 12, 2026)

This one was a bet the stock would fall. I expected homebuilder Toll Brothers to slide. I opened the trade on April 21, 2026, and closed it three weeks later, on May 12, for a 112% return.

CATBet it would fall ▼

Caterpillar (CAT): 100% gain

$275
+100%
$550
Paid to open
(Jul 1, 2026)
Sold to close
(Jul 16, 2026)

Another bet on a drop. I expected Caterpillar to pull back. I opened the trade on July 1, 2026, and closed it two weeks later, on July 16, for a 100% return.

AAPLBet it would fall ▼

Apple (AAPL): 74% gain

$113
+74%
$197
Paid to open
(May 22, 2026)
Sold to close
(Jun 9, 2026)

A bet that Apple would fall. I opened the trade on May 22, 2026, and closed it on June 9 for a 74% return.

MSFTBet it would fall ▼

Microsoft (MSFT): 70% gain

$168
+70%
$285
Paid to open
(Mar 5, 2026)
Sold to close
(Mar 19, 2026)

A bet that Microsoft would fall. I opened the trade on March 5, 2026, and closed it two weeks later, on March 19, for a 70% return.

Gains of 100% or more, whether the stock was rising or falling.

And now I'm using that same read on the market for the biggest story in the market today. Mega Cap Makers keeps it simple: regular stock picks, no options required.

These were options trade alerts sent to TheoTRADE members, one contract each, before commissions. Percentages show the return on the money put into each trade, not the move in the stock. Many trades lose money. Individual results vary. Past performance does not guarantee future results.

When you join Mega Cap Makers today, 100% risk free, you'll get instant access to everything I promised you.

04 · The membership

Your Exclusive Membership Offer Includes:

The Mega Cap Makers Monthly Report

Every Issue of The Mega Cap Makers Report

A new issue every month for as long as your membership runs, one year or three. My latest thinking and updates, in plain English, so you stay ahead of the New Energy story.

24/7 Access to the Mega Cap Makers Portfolio

24/7 Access to the Mega Cap Makers Portfolio

See every stock we own, updated live, so you always know exactly what we own and why.

Ongoing Buy, Add, Trim, and Sell Alerts

Alerts Telling You When To Buy, Add More, Take Profits, or Sell

The moment we make a move, you'll hear it directly from us. Not weeks later.

TheoTRADE SupportMonday to Friday

Professional TheoTRADE Customer Support

Our team is ready to help with any questions about your membership, Monday through Friday.

05 · Free with your membership

PLUS YOUR FREE New Energy Research Package

The New Energy Report
Featured Report

The New Energy Report: 3 Stocks Set to Profit from AI's Power Problem (Value: $99)

Inside, you'll get the names and stock symbols of all three companies I've told you about, plus my full reasoning on each one. Every one of them passed my 3 Tests: Contract (someone is already paying), Catalyst (real money or policy is pushing the trend forward), and Confirmation (the market is already reacting). Our research team believes two of them could more than double over the next 12 months. I recommend you get in on all three before this story shows up on the evening news.

The New Energy Watchlist
Bonus Report

The New Energy Watchlist (Value: $99)

Five more companies I'm keeping a close eye on, from uranium suppliers to equipment makers to companies building the next generation of nuclear reactors. These are the names I want on your radar as this story keeps growing.

The New Energy Calendar
Bonus Report

The New Energy Calendar (Value: $49)

A month by month list of the key dates I'm watching over the next year: government approvals, new reactors coming online, and company earnings reports. That way you know when this story is likely to make news, instead of finding out after the fact.

Free 30-Day Trading Room Pass
Bonus

30-Day Pass to TheoTRADE's Live Trading Room (Value: $199)

Own the stock, and learn to trade it at the same time. Sit in on live sessions where our team works these same stocks in real time. No experience needed.

06 · Your plan

Choose Your Plan

That's a $645 value, starting at just $79.

1-Year Membership

$199 $79

  • Less than 22 cents a day
  • A full year of Mega Cap Makers
  • All 4 bonuses included
  • 30-day money-back guarantee
SELECT THIS PLAN
Best Value: Save $418

3-Year Membership

$597 $179

  • About 16 cents a day
  • Three full years of Mega Cap Makers
  • All 4 bonuses included
  • 30-day money-back guarantee
SELECT THIS PLAN

Think about the 3-year plan this way: for just $100 more than a single year, you get two more full years of picks, alerts, and research. The New Energy story plays out over years, not months, and this keeps you in it the whole way.

30-day money-back guarantee

Keep Everything. Risk Nothing. My Ironclad Promise To You.

Whichever plan you choose, you simply agree to try our work and see if you like it.

If during the next 30 days you find you aren't getting real value, or for any reason at all, just call or email our customer service team and cancel.

We'll give you a full refund, no questions asked. And everything you've downloaded is yours to keep, no matter what. There is no risk to you at all.

Don Kaufman

Don Kaufman

Founder & Chief Strategist, TheoTRADE

07 · Final word

But You Must Act Now.

These New Energy stocks are already moving. Every day you wait is a day you could be leaving money on the table.

The government now has to approve or reject new nuclear reactors within 18 months. That used to take close to 10 years. It also just beat its own deadline to get new test reactors running. And every week, another big tech company signs another deal to buy power.

This isn't a guess about the future. The money is already being spent. And the sooner you get in, the more room you have to profit.

Remember, TheoTRADE members have already received alerts on moves like these, in both directions:

NFLXBet it would rise ▲

Netflix (NFLX): 123% gain

I bet Netflix would rise. I opened the trade on January 28, 2026, and closed it a month later, on February 27, for a 123% return on the money in the trade.

$94
+123%
$210
Paid to open
(Jan 28, 2026)
Sold to close
(Feb 27, 2026)
TOLBet it would fall ▼

Toll Brothers (TOL): 112% gain

$247
+112%
$525
Paid to open
(Apr 21, 2026)
Sold to close
(May 12, 2026)

This one was a bet the stock would fall. I expected homebuilder Toll Brothers to slide. I opened the trade on April 21, 2026, and closed it three weeks later, on May 12, for a 112% return.

CATBet it would fall ▼

Caterpillar (CAT): 100% gain

$275
+100%
$550
Paid to open
(Jul 1, 2026)
Sold to close
(Jul 16, 2026)

Another bet on a drop. I expected Caterpillar to pull back. I opened the trade on July 1, 2026, and closed it two weeks later, on July 16, for a 100% return.

I believe New Energy is set up to be the biggest opportunity yet.

You deserve to be on the winning side of this.

So please choose your plan, fill out the easy form below, and let me walk you through the biggest energy opportunity of the decade.

Thank you for your time today. I look forward to welcoming you to Mega Cap Makers.

Regards,

Don Kaufman

Founder & Chief Strategist, TheoTRADE

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